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The 2025 CES Global Consumer Electronics Show is about to open, and a new round of opportunities in the Consumer Electronics Industry is on the way.
① According to media reports, the highly anticipated Technology event - the 2025 CES Global Consumer Electronics Show will grandly open in Las Vegas, USA from January 7 to 10, 2025. ② China International Capital Corporation released a Research Report stating that looking ahead to 2025, the implementation of AI across multiple terminals at the end-user side, moderate growth in the mobile phone market, and gradual upgrades in certain aspects will lead the growth of the Consumer Electronics Industry.
With 57% Ownership, Edifier Technology Co., Ltd. (SZSE:002351) Insiders Have a Lot at Stake
Huaxin Securities: The smart clothing market is welcoming a new opportunity, recommend paying attention to the AI glasses industry chain.
Currently, the competitive landscape of the AI glasses market has not yet formed a stable leading effect, and several listed companies in China are already laying out the industry chain upstream and downstream of AI glasses, thereby forming a relatively complete industry ecosystem.
Minsheng Securities: AI empowerment accelerates the rise of smart terminals, and multiple new AI glasses are worth looking forward to.
AI empowerment accelerates the rise of smart terminals, drawing a parallel to the evolution of the smartphone industry, and is bullish on the future of a dual-channel market structure.
Tianfeng: Stimulus of domestic demand + resonance of product cycles, bullish on the consumer electronics industry chain.
The continuous stimulus from policies is expected to drive the demand release for consumer electronics through trade-in programs, remaining bullish on the subsequent policy efforts to promote consumer electronics upgrades.
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